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EQUITY RELEASE TESTIMONIALS
The number of clients we help to achieve their Equity Release dreams continues to grow, but here is a selection of testimonials sent to us by our clients this year, to demonstrate the quality of service that they have received. We have been collecting testimonials since 2013, which you can view by year too.
We work closely with VouchedFor to give our clients an easy way to review us and you can read our reviews here.
Liz took the whole explanation on board and made sure we fully understood all of the effects on finance over the years. Having got our agreement to find a provider she followed through on the deal to the very last hour when the lender dropped the interest rate in the last hour of the deal.
Private, 3/2/25 Dorset
In addition to being extremely professional and knowledgeable, Susan was very easy to talk to, and took the time to understand my circumstances and motivation. She then found just the right product to fit the bill. Susan undoubtedly has her clients' wellbeing at heart, and I felt in safe hands as the process unfolded, and everything fell into place.
Mrs C, Surrey 14/1/25
I was recommended to contact Susan by a previous client of hers. I was so pleased I took that advice as I was deliberating about taking equity release from my house. When I contacted Susan she immediately put me at ease with regards to all my questions
Susan helped me immediately with explaining all the relevant aspects of equity release. She explained to me and my son all the consequences of equity release in plain English!! Susan helped me every step of the way, and always answered my telephone calls and emails regarding my application.
Mrs D, Surrey, 9/1/25
After approaching a variety of financial institutions (in a period of at least 5 years)I was becoming increasingly worried about being able to stay in my home as I got older due to the end of my high street mortgage. Stephanie listened to my concerns and my limited options due to my age and income. She assured me that she would try very hard to find me some solution and gave me hope that she could look very hard for a solution. Very pleased that I have a mortgage now for life which gives me options for later on.
Mrs R, Buckinghamshire, 8/1/25
Susan helped me immediately with explaining all the relevant aspects of equity release. She explained to me and my son all the consequences of equity release in plain English!! Susan helped me every step of the way, and always answered my telephone calls and emails regarding my application.
Mrs D, Surrey, 9/1/25
Dawn explained everything carefully and clearly. She arranged a solicitor who dealt with everything in a professional manner and we felt completely confident with her recommendations. We felt she was friendly and easily accessible if we had any questions.
Mr R, Yorkshire 19/1/25
My husband and I had an interest only mortgage which had come to an end a year ago and we had tried absolutely everything to find a lifetime mortgage with no success. We wanted to stay in our home for many reasons one of which was my husband’s poor health.
We contacted a local mortgage broker who passed our details to Susan who phoned us the same day. She completely understood our situation and she was very positive that she could help us. From then on she was with us every step of the way, explaining everything and taking the worry out of it for us. The outcome was completely what we were hoping for and our mortgage was completed . We are so grateful to Susan and we honestly don’t think anyone else could have achieved this for us. Not only is she extremely knowledgeable, she is kind, thoughtful and understanding and I know that she’ll be there for us in the future.
Private, Surrey 12/2/25
After spending many months back and forth with alternative financial advisers, we still had uncertainty about best options available as we never seemed confident with the advice we had received elsewhere. Susan is not only a fantastic listener she is extremely knowledgeable in the equity release market. Our fears soon evaporated when Susan laid out clear and concise options that made making the decision to move forward very straightforward.
Mr L, Surrey 12/1/25
Susan listened to what 'I thought' I wanted and after consideration, advised me with alternatives. She was honest and professional with her advice and 'held my hand' throughout the release of equity. She has also kept in touch with further advice for future paydowns.
Mrs W, Surrey, 8/1/25